LPL Financial
MWE

LPL Financial’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

LPL Financial’s Portfolio MWE Stock Details MWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-15,483
Closed -$704K – 3313
2015
Q3 		$704K Sell
15,483
-3,852
-20% -$220K ﹤0.01% 1516
2015
Q2 		$1.12M Buy
19,335
+1,029
+6% +$66.4K 0.01% 1284
2015
Q1 		$1.2M Buy
18,306
+4,397
+32% +$270K 0.01% 1233
2014
Q4 		$935K Buy
13,909
+6,093
+78% +$425K 0.01% 1353
2014
Q3 		$584K Sell
7,816
-309
-4% -$23.1K ﹤0.01% 1661
2014
Q2 		$582K Sell
8,125
-1,555
-16% -$100K ﹤0.01% 1702
2014
Q1 		$632K Buy
9,680
+629
+7% +$42.4K ﹤0.01% 1566
2013
Q4 		$599K Sell
9,051
-2,101
-19% -$146K ﹤0.01% 1606
2013
Q3 		$782K Buy
11,152
+1,953
+21% +$134K 0.01% 1339
2013
Q2 		$615K Buy
+9,199
New +$592K ﹤0.01% 1422

Other funds holding MWE

CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

LPL Financial's MWE Position: Q4 2015 in Review

LPL Financial sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 15,483 shares — an estimated $704K sold.

LPL Financial first reported a position in MWE in Q2 2013 and held it in 10 quarters. The position peaked at $1.2M in Q1 2015. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • LPL Financial reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • LPL Financial sold 15,483 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $704K.
  • LPL Financial first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 10 quarters.
  • LPL Financial's MARKWEST ENERGY PARTNERS, LP position peaked at $1.2M in Q1 2015.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on LPL Financial's 13F filing for Q4 2015, filed 12 Feb 2016.